Authority: IC 12-8-6.5-5; IC 12-15

Affected: IC 12-13-7-3; IC 12-29; IC 25-23.6-10.5; IC 25-27.5-5

Sec. 4. (a) Each applicant completing the application process for CMHW services shall undergo a face-to-face assessment and evaluation by an access site.

(b) The purpose of the assessment and evaluation is to determine whether an applicant meets the CMHW services eligibility and needs-based criteria.

(c) The assessment shall include administration of the office-approved behavioral assessment tool in order to:

1. (1) assess an applicant's strengths, needs, and functional impairment or impairments; and
2. (2) assist in determining an applicant's level of need for CMHW services, based upon the assessment results and algorithm for a behavioral recommendation.

(d) The assessment or evaluation and clinical documentation gathered by the access site and submitted to the office for review and determination of an applicant's eligibility will include, but are not limited to, the following:

1. (1) Current and historical behavioral health needs, including treatment history and confirmation of mental health diagnoses.
2. (2) Evaluation findings and behavioral recommendation from administration of the office-approved behavioral assessment tool.
3. (3) Assessment of an applicant's functional strengths and needs.
4. (4) Assessment of the strengths and needs of the family.
5. (5) Documentation of an applicant's meeting target group and financial eligibility criteria.
6. (6) Documentation demonstrating that the applicant does not meet CMHW services exclusionary criteria.
7. (7) Information about the individual's current and historical health status and needs.
8. (8) Information to satisfy the state's data collection requirements.
9. (9) Any additional information or documentation needed to support a determination that the applicant meets eligibility and needs-based criteria required to access CMHW services.

(Office of the Secretary of Family and Social Services; 405 IAC 5-21.7-4; filed Dec 18, 2013, 11:13 a.m.: 20140115-IR-405130211FRA; filed Aug 1, 2016, 3:44 p.m.: 20160831-IR-405150418FRA; readopted filed Jul 28, 2022, 2:21 p.m.: 20220824-IR-405220205RFA; readopted filed May 30, 2023, 11:54 a.m.: 20230628-IR-405230292RFA)